See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,634 | $53,127-46.1% | $86,590-66.9% | $70,131-59.2% |
| Participation rate | 62.5% | 65.3%-2.8pp | 73.5%-11.0pp | 69.5%-7.0pp |
| Annual return | 15.57% | 27.66%-12.1pp | 964.84%-949.3pp | 73.14%-57.6pp |
| Employer contribution / active EE | $594 | $2,068-71.3% | $2,839-79.1% | $2,342-74.6% |
| Participant deferral / active EE | $1,076 | $2,696-60.1% | $3,609-70.2% | $3,332-67.7% |
| Admin fee / account holder | $234 | $3,585-93.5% | $4,906-95.2% | $4,645-95.0% |